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2,162 hedge funds and large institutions have $70.4B invested in IBM in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 970 increasing their positions, 749 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 970 | Existing positions reduced: 749

20% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.71B

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

0.01% less ownership

Funds ownership: 59.29%59.28% (-0.01%)

5% less capital invested

Capital invested by funds: $73.9B → $70.4B (-$3.54B)

2% less funds holding

Funds holding: 2,2152,162 (-53)

18% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 125

Holders
2,162
Holders Change
-53
Holders Change %
-2.39%
% of All Funds
37.85%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.65%
New
102
Increased
970
Reduced
749
Closed
125
Calls
$3.25B
Puts
$2.71B
Net Calls
+$540M
Net Calls Change
+$609M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
1326
Grandfield & Dodd
New York
$680K +$27.9K +209 +4%
CHP
1327
Cable Hill Partners
Oregon
$680K +$49.7K +372 +8%
AL
1328
Aspiriant LLC
California
$679K -$93.7K -701 -12%
ATPW
1329
Ashton Thomas Private Wealth
Arizona
$679K +$31.5K +236 +5%
CPIA
1330
Cornell Pochily Investment Advisors
New York
$678K +$19.7K +147 +3%
FA
1331
FDx Advisors
Illinois
$677K -$138K -1,035 -17%
RAM
1332
Roanoke Asset Management
New Jersey
$677K +$48.9K +366 +8%
MWA
1333
Meridian Wealth Advisors
Texas
$675K +$10.2K +76 +2%
LHC
1334
Little House Capital
Massachusetts
$674K -$437K -3,267 -39%
BAM
1335
Berkshire Asset Management
Pennsylvania
$674K
CIC
1336
Cornercap Investment Counsel
Georgia
$671K -$1.82M -13,640 -73%
TCM
1337
Twin Capital Management
Pennsylvania
$671K -$418K -3,128 -38%
EN1L
1338
Engine No 1 LLC
California
$671K +$276K +2,064 +69%
MOS
1339
MGO One Seven
Ohio
$669K -$278K -2,079 -27%
IC
1340
Intersect Capital
California
$667K -$141K -1,057 -17%
ZIG
1341
Zuckerman Investment Group
Illinois
$665K
HR
1342
Howe & Rusling
New York
$665K +$35K +262 +6%
SIP
1343
Stoneridge Investment Partners
Pennsylvania
$663K -$338K -2,528 -34%
AIL
1344
AGF Investments LLC
Ontario, Canada
$663K +$630K +4,716 +1,709%
WA
1345
Wealth Architects
California
$660K -$13.5K -101 -2%
CHC
1346
City Holding Co
West Virginia
$660K +$14.8K +111 +2%
EHC
1347
Everett Harris & Co
California
$658K -$112K -837 -14%
SB
1348
Sunflower Bank
Texas
$654K -$537K -4,019 -45%
CCC
1349
Chelsea Counsel Company
California
$653K
LIA
1350
LS Investment Advisors
Michigan
$653K +$33.8K +253 +5%

IBM Hedge Fund Activity: Q3 2021 in Review

2,162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2021, worth a combined $70.4B — down 4.8% from $73.9B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of IBM and 102 opened new positions — a net loss of 23 holders — while 749 trimmed existing stakes and 970 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $225M. The largest seller was American International Group, cutting an estimated $170M.

  • 2,162 institutional investors held IBM (IBM) as of Q3 2021, down from 2,215 in Q2 2021.
  • Funds reported $70.4B of IBM stock for Q3 2021, down 4.8% quarter-over-quarter.
  • 102 funds opened new IBM positions in Q3 2021 and 125 closed out, a net change of -23 holders.
  • The largest IBM buyer in Q3 2021 was Point72 Asset Management, an estimated $225M added.
  • The largest IBM seller in Q3 2021 was American International Group, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2021.